AIA Living Data

Modified on Sat, 3 Aug, 2024 at 12:21 AM

Understanding your AIA data

IMPORT NOTES YOU NEED TO KNOW BEFORE YOU IMPORT YOUR DATA

AIA do not provide any client data download facilities for advisers, so you will need to request your data from your AIA BDM. When we use the term AIA or AIA Living we are also referring to Sovereign policies as well.

You will need to contact your BDM and ask them to send you a client download file of all your clients from their SLOGANS system and here are the instructions you should copy and paste when asking for the information.

Enter Broker – Provide Agency code
Policies/Proposal Status – All Policy/Proposal Status(s)
Show Benefits? – Yes
Show Fund Information – No
Select a Product(s) ? – All
Broker Hierarchy – Include Full Broker Hierarchy
Show Quick Standard Status – Yes
Show NPW Columns – Yes
Lives on the Policy/Proposal – All Lives on the Policy/Proposal
Date Selection – No Date restriction

What is included in your AIA data

Contact details as follows
- Contact name
- Address
- Phone
- Date of birth
- Email
- Smoking status
- Gender
- Occupation

Policy details as follows
- Product name
- Policy number
- Issue date
- Premium frequency
- Policy premium
- Policy status
Benefit details as follows
1. Person insured
2. Sum assured
3. Benefit name
4. Benefit premium
5. Issue date
6. Benefit status

What is not included in your AIA data

Any loadings or exclusions

A sample file is attached to the bottom of this article. We suggest you download and when you email your request to your AIA BDM attach a copy of this sample file.

What to do when your get your data file

If your BDM sends you an Excel file, you may have to make some edits described below. However, if your DBM sends you a CSV file, then you should not need to make any edits.

IT IS ADVISABLE TO CHECK YOUR FILE FOR ANY ADDITIONAL TABS AND LOGO AND EDIT AS DESCRIBED BELOW

There are some minor edits you need to make to the file when your BDM sends it to you and BEFORE you try and import this data.

1. Save the file from your email onto your computer

2. Open the file and delete the Document Map Tab and the Sheet 2 Tab which you will see at the bottom left of your screen.

Image 1

3. Delete the top 2 rows and make sure that the first row is the row that contains the column description.

Image 2

4. Save the file as a CSV file

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Once you have your data files, you can import your data to Adviser CRM by following the instructions in this step by step video tutorial Insurer Data Import Guide